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Disclosery

Perennial Advisors, LLC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perennial Advisors, LLC on IAU, newest first. How the timeline and the estimate are built.

Perennial Advisors, LLC held 43,353 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,353 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $3,385,870.

    13F-HR 0001697360-26-000005 filed by Perennial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 43,353 shares
    Change vs previous 13F -350 shares

    0.5% of the 13F portfolio, value $3,273,586.

    13F-HR 0001697360-26-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 43,703 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,852,857.

    13F-HR 0001697360-26-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).